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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,607 | $108,942+38.2% | $100,415+50.0% | $145,897+3.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.94% | 58.27%-44.3pp | 49.47%-35.5pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,788 | $4,422-37.0% | $3,943-29.3% | $4,663-40.2% |
| Participant deferral / active EE | $3,940 | $8,461-53.4% | $8,091-51.3% | $6,689-41.1% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |